impacts and considerations on applicable financial planning topics when someone is a nonresident alien or a resident alien. In addition, additional context when those in either status are looking to become a US citizen (and additionally to stay and retire in the US) or alternatively when those in either status never intend to become a US citizen (ie a ~ definite time frame to move away and retire outside of the US)
it would be great to have some pathfinders related to Americans living abroad. It is a niche I realize, but some things related to Americans abroad stay the same irrespective of what country they are living it.
A decision tree to assist with tax-filing rules (NR alien vs. Resident alien), presence test, etc.
"checklist for moving overseas" (suggested by Leslie Beck on 2021-03-22), including upvotes (1) and comments (0), was merged into this suggestion.
"Expat planning issues" (suggested by Brian on 2020-09-25), including upvotes (4) and comments (1), was merged into this suggestion. Whether accepting a career opportunity or choosing to live abroad for retirement, expats often find their wealth suspended between two cultures. A flow chart with considerations for things to consider such as tax, retirement, and repatriation planning would be extremely helpful to provide to clients considering a transition.
"Americans Living Abroad" (suggested by Ann on 2020-10-28), including upvotes (2) and comments (0), was merged into this suggestion.
"planning considerations for nonresident and resident aliens (non-US citizens)" (suggested by Mike on 2019-10-15), including upvotes (3) and comments (1), was merged into this suggestion.
This is actually one of my firm's specialty areas, and I'd be happy to help contribute to the design / discussion here. There would probably need to be several different flowcharts and checklists under the category of "international", including: 1/ gifts for foreign spouses, 2/ foreign grantor trusts, 3/ considerations for US taxpayers living outside the US (e.g., can you contribute to an IRA), 4/ pre-immigration planning to the US, etc.
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